Text box with a Scroll Bar

finmanLI

New Member
Joined
Dec 30, 2006
Messages
16
Dear members,

I am attempting to create a lookup spreadsheet. The big picture is this: I need a quick way to look up what paperwork i have and what i still need for each of my 200+ clients. I have created checkboxes and a document matrix where document names get color coded when a checkbox is checked next to clients name. Now i am attempting to add another feature where when the box is checked off i can see notes ive put in for that client. I picture it as a textbox with a scrollbar linked to a cell on a different sheet where the notes are stored. I cannot to get it to work, i am able to insert the textbox but the notes appear in a single Line, no matter how big the texbox is, which makes the scroll bar not function. Please help in any way possible. Thank You !
 
I have a column with 20 checkboxes so far, next to which there is clients names, one checkbox per client. Further to the right i have a list of document names "Living Will", "Tax Returns", etc. When a checkbox is checked next to clients name, document names get color coded. Underneath the document list i have inserted the Textbox, i want it to draw apropriate information corresponding to which checkbox i have checked. I want to see only one textbox. So if i check off a checkbox next to client A, the document names get color coded and underneath, in the text box, notes pop up so i would know what i spoke about last time i was on the phone with a client. I am not sure how to populate the data spreadsheet with notes, so i could see the date the note was inserted and the i could scrol through all the notes. Would i have to keep on using same cell and put all my notes in there, or am i able to designate a range of cells through which the textbox can scroll ?
 
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Excel Facts

Using Function Arguments with nested formulas
If writing INDEX in Func. Arguments, type MATCH(. Use the mouse to click inside MATCH in the formula bar. Dialog switches to MATCH.
Rather than inserting TextBoxes to hold the text of the notes, have you looked at Comments. Unless you need the cell's Comments for something else, that would be easier than TextBoxes. They also accept Rich Text.
 
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